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OneDrive - File Sharing and Collaboration in the Cloud Webinar

CPE

When
Jan. 15
10:00 a.m. - 12:00 p.m.

CPE Credits
2-Other

Details

 Pricing

PICPA Member: $79 | Nonmember: $104


 More Information

Course No.
CXOOND002W2
Level
Basic
Prerequisites
Basic familiarity of OneDrive is recommended

Description

Think about all of the email messages that you send and receive that include file attachments. The inefficiency of sending files back and forth creates multiple copies and versions of the file which leads to confusion and possible misinformation. Also worth mentioning is the security and privacy vulnerabilities that are associated with email file attachments. One solution to these inefficiencies and vulnerabilities is using OneDrive. This course will present you with a strategy to eliminate email file attachments once and for all. If you master this Office 365 application you will significantly increase the ROI of your Office 365 subscription. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The specific topics that will be covered in this course include:

  • A deep dive review of how to create and share files in OneDrive for Business
  • How file versioning works in OneDrive
  • Simultaneous editing of Excel, Word and PowerPoint files in OneDrive
  • When to use OneDrive vs. SharePoint for file storage and collaboration
  • Creating and sharing OneNote notebooks in OneDrive



Speaker(s)

John H. Higgins, CPA.CITP


John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions and workflow automation. As a co-founder of CPA Crossings, John specializes in facilitating the development of strategic technology plans, paperless workflows, client portal solutions and a comprehensive digital practice model. John recently co-authored "Ten Steps to a Digital Practice in the Cloud", published by the AICPA. This book provides CPAs with a strategic roadmap for taking their firms online by leveraging cloud computing. John also developed an innovative model for delivering live CPE courses that utilize the Apple iPad to provide electronic course materials and an interactive classroom environment. John’s primary qualification is his passion for helping CPAs achieve success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country.


Qualifications and Experience:

  • Actively involved in working with local, regional and national CPA firms over the past 25 years in the implementation of technology to automate business processes.
  • Awarded for being one of the Top 25 Thought Leaders in the accounting profession by The CPA Practice Advisor (www.cpapracticeadvisor.com) in 2011, 2012 and 2013.
  • Co-author of "10 Steps to a Digital Practice in the Cloud," published by the American Institute of CPAs.
  • Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, workflow design, innovative client services and more.
  • Nationally recognized speaker and author on technology issues affecting the CPA profession, with an emphasis on transforming to a digital practice model.
  • Author of the annual Document Management Software Review for the CPA Practice Advisor magazine.
  • Former national consulting partner with a top 10 CPA firm.
  • Member of the AICPA Business & Industry Hall of Fame.
  • Past Chair of the Michigan Association of CPAs.
  • Past member of the AICPA Council and CPE Advisory Committee.
  • MACPA Innovative User of Technology award recipient.

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